|
1201
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$304K
|
-3,766
|
Closed
|
|
|
1202
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
–
|
-$299K
|
-3,751
|
Closed
|
|
|
1203
|
QTR Family Wealth
Lake Mary,
Florida
|
–
|
-$271K
|
-3,711
|
Closed
|
|
|
1204
|
Richards, Merrill & Peterson
Spokane,
Washington
|
–
|
-$295K
|
-3,653
|
Closed
|
|
|
1205
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$294K
|
-3,643
|
Closed
|
|
|
1206
|
Miracle Mile Advisors
Los Angeles,
California
|
–
|
-$293K
|
-3,629
|
Closed
|
|
|
1207
|
West Tower Group
Richmond,
Virginia
|
–
|
-$283K
|
-3,500
|
Closed
|
|
|
1208
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$280K
|
-3,465
|
Closed
|
|
|
1209
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
–
|
-$278K
|
-3,443
|
Closed
|
|
|
1210
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$277K
|
-3,400
|
Closed
|
|
|
1211
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$266K
|
-3,292
|
Closed
|
|
|
1212
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$251K
|
-3,104
|
Closed
|
|
|
1213
|
nVerses Capital
Wellington,
Florida
|
–
|
-$247K
|
-3,054
|
Closed
|
|
|
1214
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
–
|
-$246K
|
-3,050
|
Closed
|
|
|
1215
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$246K
|
-3,049
|
Closed
|
|
|
1216
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$240K
|
-2,970
|
Closed
|
|
|
1217
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$235K
|
-2,907
|
Closed
|
|
|
1218
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
–
|
-$234K
|
-2,894
|
Closed
|
|
|
1219
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$233K
|
-2,890
|
Closed
|
|
|
1220
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$233K
|
-2,880
|
Closed
|
|
|
1221
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
–
|
-$229K
|
-2,832
|
Closed
|
|
|
1222
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$222K
|
-2,747
|
Closed
|
|
|
1223
|
Midwest Trust
Overland Park,
Kansas
|
–
|
-$220K
|
-2,723
|
Closed
|
|
|
1224
|
Icon Wealth Advisors
Houston,
Texas
|
–
|
-$216K
|
-2,676
|
Closed
|
|
|
1225
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$215K
|
-2,666
|
Closed
|
|
